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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: zonder who wrote (16204)11/18/2004 1:12:41 PM
From: ild  Read Replies (2) of 116555
 
Here's 6 month old chart. If you are bearish on RE prices then banks are shorts.
idorfman.com

Lastly, the final chart is conceptually borrowed from Paul Kasriel at Northern Trust. Paul estimates that total bank exposure to mortgage debt is near 60% of total assets when bank investments as well as loans are included in the picture. Again, we cannot overstate the meaning of inflated real estate values to the US economy and financial system.


From Contrary Investor 04/15/2004
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